AdvisoryAI

AdvisoryAI has created three AI employees – Emma, Evie and Colin.

Emma is built to write comprehensive documents, such as suitability letters, annual review letters and summarise LOA packs. Evie is an assistant to financial advisers, and automates meeting notes from recordings, updates fact find documents, intelliflo fields and writes email summaries. Colin is a compliance assistant that can review the suitability reports against FCA handbook and consumer duty guidelines.

Your templates. Your voice.

Emma quickly generates compliant, firm-specific suitability reports, review letters, and LOA summaries. Easily train Emma to reflect your evolving style.

Eliminate post-meeting admin headaches

Using Evie, meeting notes, intelliflo updates, and email summaries after client meetings are completed with just a few clicks. Advanced dialect understanding ensures nothing is missed.

Enhance compliance and collaboration

Stay compliant with built-in FCA handbook and Consumer Duty checking. Collaboration features give paraplanners quick access to all adviser meeting documentation.

Why choose AdvisoryAI?

  • All-in-one ecosystem for advisers, paraplanners and compliance teams – automate all kinds of reports – suitability reports, meeting notes, annual reviews, summarise LOA packs, update fact finds.
  • Builds reports in your firm’s custom templates and designs – no change to current workflows
  • Advanced client vulnerability detection
  • Able to easily pick up on different dialects across UK & Ireland for data extraction
  • Built-in collaboration tools for advisers, paraplanners and compliance teams to access reports

Key Features

  • Set up your firm’s custom templates and reports
  • Train Emma to generate reports personalised to your clients in your tone of voice
  • One click integrations to Outlook and Google calendar to record & transcribe meetings over Zoom, Teams and Google Meet
  • Mobile app for face to face meetings